Financial Advisor, Lending - Regina

Only for registered members Regina, Canada

2 weeks ago

$58,540 - $73,710 (CAD)

+ Job summary: As a temporary Financial Advisor, Lending in Regina you will be responsible for understanding the financial goals of your assigned portfolio of members and supporting their achievement.
+ Qualifications: 2 to 3 years of Financial Industry experience in an Advisory Capacity Experience in underwriting and approving credit applications Experience in a Sales position is considered an asset Experience in portfolio management Completion of or working towards the Financial Planner and Personal Financial Services Advice designations
+ Responsibilities: Member Experience and Sales Proactively identify members' financial goals and provide advice solutions to support their achievement through introductory financial planning Provide account lending products within scope position meet member needs Memberships accounts including lines credit Complex consumer lending products Credit Cards Safety deposit boxes Mobile banking solutions Day to day banking needs Conduct proactive outreach activities educate members prospective members value function our products services Increase retention expansion member relationships referring members appropriate subject matter experts based on needs follow-up ensure member satisfaction Compliance Organizational Support Ensure complete accurate timely documentation Adhere security operational policies procedures operational controls Healthy balance opportunity risk growth profitability e.g., understanding application profitability margins rate negotiation fee subsidies Positively represent Conexus internally externally support growth membership enhance credit union system support collaboration Proactively identify opportunities enhance processes improve operational efficiencies Provide support assistance backup as required retail team
Job Description

Job description

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